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What You Missed This Week

Posted On January 20, 2023January 20, 2023 By Ian2 Comments

Going to try something new this week since I didn’t have time for a full post (don’t worry, one is largely done for next week). So if I didn’t post anything this week, what did you miss? Plenty! I share a number of shorter thoughts on Twitter that aren’t enough Continue Reading

Category: Entries

Grading My 2022 Predictions: Pretty Good!

Posted On December 29, 2022December 29, 2022 By Ian1 Comment

At the beginning of the year, I did a silly thing. I made a bunch of predictions for the year. This blog has a pretty strong record of predictions over the years, but I had never fallen for the nonsense of making topical annual predictions…until this year. Now, the thing Continue Reading

Category: Entries

People Who Deserve Thanks This Year

Posted On November 23, 2021November 23, 2021 By Ian

For those of you wishing for a return to regular content, here you are, though I will put in one more reminder to check the Get Informed site for regular updates and follow us on LinkedIn for company news. And if you already visited, but didn’t follow up with any Continue Reading

Category: Entries

The Activist Short Seller

Posted On September 17, 2021September 17, 2021 By Ian

As I was looking over Friend of the Blog Ron Bobman’s latest activist letter pressing for change at Argo, I had a unique thought. Why are there only activists who press for change to make stocks go higher? Why aren’t there activist short sellers? Now, maybe this seems crazy. Who Continue Reading

Category: Entries

The Solution to College Affordability: Free Markets

Posted On July 13, 2021July 14, 2021 By Ian

There were two recent news stories about college affordability that caught my eye. These weren’t your typical stories about marginal students who maybe shouldn’t have gone to college at all but got roped into taking out a lot of debt to enroll and later dropped out and were stuck with Continue Reading

Category: Entries

Ch-ch-ch-changes…

Posted On May 3, 2021May 3, 2021 By Ian3 Comments

Turn and face the strange… So some things are about to change around here and I thought I should explain it properly ahead of time. I have some big news to announce. Many of you are already somewhat aware, while this may be quite a surprise to others. I have Continue Reading

Category: Entries

Why You Shouldn’t Trust An Uber Driver’s Rating

Posted On January 7, 2020January 8, 2020 By Ian2 Comments

So this post is more public service announcement than an on topic finance take. However, you’ll see there is also a lesson here about how statistics can be misleading which is certainly applicable to many other areas such as corporate earnings, reserve estimates, valuation metrics, etc. Are Uber Ratings “Fake Continue Reading

Category: Entries

Adverse Selection in Pizza Insurance

Posted On November 26, 2019November 26, 2019 By Ian

Surely, most of you by now have seen the Domino’s commercial about “pizza insurance“. While most of you probably recognize it as a gimmick, I can’t help but take it more seriously. So, today I’m going to evaluate two things. Does pizza insurance provide value to the customer? Is Domino’s Continue Reading

Category: Entries

Truly, the Worst Gambler In America

Posted On September 30, 2019September 30, 2019 By Ian

I really didn’t think I’d have to write again about gamblers who don’t understand risk after addressing it here and, to some extent, here, but then I stumbled on the story of Jim McIngvale, aka Mattress Mack. Mattress Mack owns a furniture chain in Houston called Gallery Furniture. You may Continue Reading

Category: Entries

Impeachment: What the Democrats Are Really Telling You

Posted On September 25, 2019September 30, 2019 By Ian

This is not a political blog, so I will not opine on the merits of impeachment. One thing this blog does do though is look at why people act the way they do. So, I think I have an interesting spin on what the “hidden message” is that the Democrats Continue Reading

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